DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

D••• G•••••

J••••• W••••• M••••••••• L••state registeredAtlanta, Ga dual registrantIAPD 2353694

Feed of 09/15/2026

Also filed as Dana Lynton Gordon

At current firm

0 y

since Apr 8, 2026

In the industry

33 y

since Aug 16, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••••• W••••• M••••••••• L•• state registered current
since Apr 8, 2026 · Forest Park, Il
E•••• S••••••••• L•• BD affiliated
Dec 6, 2017 to Jul 22, 2025 · Marietta, Ga
E•••• S••••••••• L•• BD affiliated
Sep 22, 2010 to May 26, 2016 · Atlanta, Ga
T••••• S••••••••• I••• unclassified
Feb 24, 2005 to Jan 10, 2007 · Atlanta, Ga
S••••••• I••••••••• S•••••••• I••• former
May 8, 2003 to Jul 30, 2008 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

E•••• S••••••••• L•• to J••••• W••••• M••••••••• L••
left Jul 22, 2025, registered Apr 8, 2026 (260 days) · Affiliated broker-dealer or bank to a state-registered adviser
S••••••• I••••••••• S•••••••• I••• to T••••• S••••••••• I•••
left Jul 30, 2008, registered Feb 24, 2005 (-1252 days) · Other
T••••• S••••••••• I••• to E•••• S••••••••• L••
left Jan 10, 2007, registered Sep 22, 2010 (1351 days) · Other

Signals

D••• G••••• left E•••• S••••••••• L•• for J••••• W••••• M••••••••• L•• (registered 2026-04-08)
Jul 22, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address